- Raymond James Financial, Inc. (Hackensack, NJ)
- …currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Vanguard (Malvern, PA)
- …management required. + Proficiency in the Microsoft suite required. + Financial Services experience preferred. + Client service experience preferred. ... Work with senior managers to prepare and deliver materials, including client presentations, white papers, case studies, etc. + Interpret and analyze highly… more
- NBT Bank (NY)
- …tools, web technology and other available resources. + 15% Perform Plan design consulting services as required by client or prospective client . Assist in ... Total Potential Annual Earnings: $75,000-$190,000 To market and sell EPIC's services to financial institutions, including investment advisors, banks, retirement plan… more
- Cognizant (Frankfort, KY)
- …in supply chain planning, analytics, or consulting, with at least 5 years in senior client -facing or practice leadership roles. + Proven track record leading ... Anaplan, Llamasoft, and analytics stacks (SQL, Python/R, Power BI/Tableau). + Mentor senior consultants, recruit top talent, define service offerings, and… more
- M&T Bank (Buffalo, NY)
- …Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services , or support functions such as Treasury, Finance, ... OF: BUFFALO NY, BRIDGEPORT CT, or WILMINGTON DE** **Overview:** + Provides senior level expertise for audits over the Bank's Information Technology (IT) Engineering,… more
- WTW (St. Louis, MO)
- …market developments + Support presentations of complex consulting information to senior -level internal and client audiences, including studies involving ... funding strategy + Lead multi-phase projects, driving project planning, management of client financials and delegation to multiple associates + Develop a trusted… more
- WTW (St. Louis, MO)
- …investment recommendations + Support presentations of complex consulting information to senior -level internal and client audiences + Lead multi-phase projects, ... driving project planning, management of client financials and delegation to multiple associates + Develop...+ Experience and expertise delivering retirement and/or investment consulting services to a broad range of organizations + Proven… more
- DXC Technology (Charleston, SC)
- …and innovation across DXC's multi-billion-dollar insurance portfolio-including software, business process services , and AI solutions. This is a unique opportunity to ... **work alongside senior leaders** , engage in **C-suite discussions** , and...and strategic analysis** to provide insights on industry trends, client strategies, and competitive positioning in the insurance space.… more
- M&T Bank (Buffalo, NY)
- …Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services , or support functions such as Treasury, Finance, ... **Overview:** + This role provides senior level expertise in audit engagements that span...Related certifications (CPA, CIA, CISA or similar). + Financial Services Industry experience preferred. M&T Bank is committed to… more
- Guidehouse (Arlington, VA)
- … to pharmaceutical, biotechnology, medical device, and diagnostics companies. Our client services range from pre-commercialization go-to-market planning to ... pharmaceutical, biotech, and medical device clients. This will involve working with senior staff to develop project proposals, managing consulting teams in the… more